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When creating transaction Rules, account dropdown is blank

Max Lin

Been nearly a year; whenever I try to create transaction rules, the dropdown in the account is blank.

I thought this was an isolated issue, and 3 months ago I contacted support; they told me this is a known product issue. However, it's been some time, but I still don't see it fixed.

Is anyone else facing the same issue? Recorded a GIF below

Things I tried:
- Deleting all existing rules and re-adding.
- Try adding without any account selected (hoping the rule applies to all accounts), not working
- Contacting Support

[Edited - Readability]

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Transaction Rules

Accounts

Comments

SRC54

That is odd and has to be maddening. It isn't happening to me, but I hope one of the coaches can help you get this fixed.

I verified that all of my connected accounts are available in the dropdown. Obviously, rules are to be applied to downloaded transactions.

You say that the rules are not working when you make them without an account. They should; the account setting is supposed to just allow you the option of having a different rule for different accounts.

I did notice on my web app that the list of my accounts is far over to the Left and in small print, so make sure you have scrolled all the way over or make your font larger.

I hope you find a resolution for this. Good luck.

Coach Kristina

Hello @Max Lin,

Thank you for letting us know you're encountering this issue. I'm not able to replicate this issue in my Quicken Simplifi.

To help troubleshoot, please provide more information:

You mentioned it's been almost a year. Do you remember more specifically when you first noticed this issue?
Which web browser do you use?
- Do you see the same issue if you use incognito mode (or a comparable privacy mode)?
- Do you see the same issue if you use an alternate browser?
If you use the mobile app, does this happen in the mobile app also?

I look forward to your response!

Max Lin

Hello Coach Kristina,

I first faced around Sept 2025 (did a major re-categorization) and was trying to re-setup the rules, there where I start to find out the accounts are not showing in the drop down.

I usually use Edge Version 151.0.4129.93 - dropdown not showing
Today, I tried in Chrome Version 151.0.7922.138,
and in Chrome icognito, same issue :)

(I dont use the mobile app as it's not published in the Google Play Store in my country - Singapore, but dont get me wrong, we love Simplifi, probably some political policies).

Let me know if there's anything I could do to provide more info.

[Edited - Readability]

Coach Kristina

Thank you for your reply,

Do you have any connected accounts in Quicken Simplifi, or are they all manual accounts? You can tell whether Quicken Simplifi thinks an account is manual by clicking the settings gear near the upper right and selecting Accounts from the dropdown menu.

Manual accounts will display in the Manual Accounts section.

If all of your accounts are manual, that may be why you're not seeing any accounts listed in the accounts dropdown when creating transaction rules. When I tested in my Quicken Simplifi, only the connected accounts were displayed there.

I look forward to your reply!

Max Lin

Hello Coach Kristina!

YES you're right! ALL is manual accounts. You got it!

Is that by design manual accounts couldn't have rules?

We normally import all our transactions (after exporting from bank and converting the columns to fit Simplifi import criteria). Usually, those rules will apply automatically after importing. Similar to if any duplicate, transfers between accounts will automatically get linked up.

Thanks!